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VDid.ax1020VDid.ax1020 

Lead conversion - Opportunity stage

When my users convert a lead to an account and subsequent opportunity. The new opportunity stage defaults to "closed one" How can I change this to amke it to default to "Prospecting"???  

Thanks,

V

IspitaIspita

Hi VDid,

This can be achieved by writing a simple workflow/ trigger on opportunity creation , wherein you can set the stage of the newly created opportunity to your desired value.

 

Let me know if this resolves your query.

Malli'sMalli's

Hi VDid

 

According to your Business logic, if you want every converted oppertunity like "Prospecting" instedof "Closed one" just go for Workflow--> FieldUpdate. 

sfdcfoxsfdcfox

The stage defaults to the top item in the list. You can just reorder your list and the system will use that for the default.